“Infrastructure investments are all about the long game, but our tax strategy was stuck in the short term. Every year, we were hemorrhaging money to taxes, limiting our ability to take on larger projects. That all changed when we partnered with Barr Advanced Tax Solutions.
Their team dove deep into the nuances of infrastructure investment tax law. They restructured our fund to take full advantage of depreciation benefits, implemented a revolutionary strategy for handling carried interest, and showed us how to use their Private 401(k) Plan™ to create a tax-efficient wealth building machine for our team.
But the masterstroke was how they helped us attract new investors. By showcasing the tax advantages of infrastructure investments, coupled with their innovative ‘Tax Rescued Dollars’ approach, we were able to bring in major institutional investors who were previously on the fence.
In just 36 months, we’ve grown to manage $4.5 billion in assets. We’re now taking on landmark projects that were previously out of reach, and our investors are thrilled with the tax-efficient returns we’re providing. Barr didn’t just optimize our taxes; they transformed us into a leading player in the infrastructure investment space.”